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Get Institutions for : 
First Trust Intermediate Duration Preferred & Income Fund (FPF)  
$17.51 0.04 (0.23%) as of 4:30 Tue 5/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 110    2
Total shares held : 
 16,218,284  
% of shares held : 
 26.69%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   10  
Amount of shares held : 
 385,598  
% of shares held change : 
   0.63%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $14.72  
Last Quarter's Ending Price : 
 $16.31  
Last Quarter's Average Price : 
 $15.15  
Change from last quarter's     
avg. price to the last closing  : 
2.36 (15.58%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 439,177
 2.71%
 
Increased Positions :
39
 1,057,346
 6.52%
 
Unchanged Positions :
25
 848,879
 5.23%
 
Decreased Positions :
31
-677,580
-4.18%
 
Closed Positions :
13
-433,345
-2.67%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WELLS FARGO & CO/MN 1230 - 2024-03-31 910,852 $16,322,000 164,493
   INVESCO LTD 1675 - 2023-12-31 733,963 $11,971,000 7,197
   Penserra Capital Management LLC 80 - 2023-12-31 661,513 $10,789,000 45,787
   LPL FINANCIAL CORP 1307 - 2024-03-31 570,314 $10,220,000 42,846
   ROYAL BANK OF CANADA 1575 - 2023-12-31 493,366 $8,046,000 101,167
   AMERIPRISE FINANCIAL INC 1921 - 2023-12-31 491,586 $7,987,000 139,594
   We Are One Seven LLC 71 - 2023-12-31 379,688 $6,193,000 361,707
   STERNECK CAPITAL MANAGEMENT, LLC 10 - 2024-03-31 211,411 $3,788,000 3,428
   Hennion & Walsh Asset Management Inc. 143 - 2024-03-31 192,017 $3,441,000 13,757
   Consolidated Portfolio Review Corp 31 - 2024-03-31 172,380 $3,089,000 3,469
   Magnus Financial Group LLC 62 - 2024-03-31 149,662 $2,682,000 34,066
   SHAKER FINANCIAL SERVICES, LLC 42 - 2023-12-31 142,178 $2,338,000 17,638
   Advisor Group Holdings Inc. 1631 - 2024-03-31 121,010 $2,169,000 6,405
   Rockefeller Capital Management L.P. 879 - 2023-12-31 132,916 $2,168,000 4,646
   UBS Group AG 2772 - 2023-12-31 130,665 $2,131,000 2,374
   DAVIDSON D A & CO 495 - 2023-12-31 127,859 $2,085,000 20,491
   ENVESTNET ASSET MANAGEMENT INC 2446 - 2023-12-31 126,089 $2,057,000 19,320
   RAYMOND JAMES & ASSOCIATES 2299 - 2024-03-31 87,268 $1,564,000 2,925
   FIERA SCEPTRE INC. 305 - 2024-03-31 84,245 $1,510,000 769
   STIFEL FINANCIAL CORP 2075 - 2023-12-31 67,682 $1,104,000 15,749
   PRINCIPAL SECURITIES INC. 434 - 2024-03-31 59,862 $1,073,000 13,430
   Onyx Bridge Wealth Group LLC 90 - 2024-03-31 61,143 $1,045,000 3,394
   Capital Investment Advisors LLC 309 - 2024-03-31 46,384 $831,000 7,743
   COMMONWEALTH EQUITY SERVICES LLC. 2413 - 2024-03-31 42,917 $769,000 1,656
   PROSPERA FINANCIAL SERVICES 576 - 2023-12-31 39,746 $648,000 5,485
   COMERICA BANK 1771 - 2023-12-31 37,865 $618,000 2,251
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2350 - 2024-03-31 34,073 $611,000 666
   GUGGENHEIM CAPITAL LLC 1379 - 2023-12-31 36,449 $594,000 6,105
   Atria Wealth Solutions Inc. 1110 - 2023-12-31 36,204 $593,000 1,181
   Cooper Financial Group 223 - 2024-03-31 26,704 $479,000 65
   BOOTHBAY FUND MANAGEMENT LLC 775 - 2023-12-31 29,000 $473,000 4,000
   Steward Partners Investment Advisory LLC 1108 - 2023-12-31 23,769 $388,000 14,578
   FINANCIAL NETWORK 2182 - 2023-12-31 19,926 $325,000 627
   Concurrent Investment Advisors LLC 703 - 2024-03-31 14,833 $266,000 2,114
   Intellectus Partners LLC 216 - 2024-03-31 14,834 $266,000 149
   Integrated Capital Management Inc. 30 - 2024-03-31 13,946 $250,000 1,190
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 615 - 2024-03-31 13,599 $240,000 8
   Spire Wealth Management 828 - 2024-03-31 9,261 $166,000 583
   Global Retirement Partners LLC 1114 - 2024-03-31 5,092 $91,000 76
   Larson Financial Group LLC 747 - 2024-03-31 2,180 $39,000 1,505
   TOWER RESEARCH CAPITAL LLC 4067 - 2023-12-31 708 $12,000 360
   SOA Wealth Advisors LLC. 524 - 2024-03-31 630 $11,000 14
  42 Records found
  1    
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